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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    We're coming into the busiest time of year, and naturally your schedule may be filling up with family gatherings, delicious food, and year-end adventures. 

    Before you get consumed by holiday parties and egg nog, take a moment and ask yourself these three questions to make sure you are ringing in the New Year knowing your retirement plan is in good order and up to date.

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  • Infographic: What's Changing for Retirement Plans in 2018?

    Infographic: What's Changing for Retirement Plans in 2018?

    Do you know what's changing for retirement plans in 2018? The IRS has announced the 2018 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Especially since this is the first year since 2015 that your 401(k), 403(b), and 457 limit is raising. 

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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  • What Does Financial Wellness Mean and How Can It Help You?

    What Does Financial Wellness Mean and How Can It Help You?

    Are you living a financially full life? With a newfound focus on wellness, most people think that only applies to your health, but finances play a big part as well. That's why MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • VIDEO: Traditional 401(k) vs. Roth 401(k): Which Should You Choose?

    blog title.jpgWhen deciding which type of retirement plan contribution strategy is best for you, the features, benefits, tax strategies, and differences between your primary options – pre-tax (or Traditional) and Roth, can be a daunting task. So, before getting overwhelmed, know that while there are plenty of choices, most employer-sponsored retirement benefits typically only offer two choices: a Traditional 401(k) or a Roth 401(k). 

  • VIDEO: Why is an Emergency Savings Fund so Important?

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    If you're slammed with an unexpected bill or get a flat tire can you cover the cost? Avoid the panic of searching for quick money and instead begin building your own Emergency Savings Fund. Roughly 3 out of 5 Americans experience a major unforeseen cost each year, so it's not exactly a matter of if, but when will you have to dip into your stash. 

  • Expand Your Home Buying Game with Valuable Expert Advice

    House key.jpg

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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